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Adam Khalil Farid

Focus Partners Wealth, LLC

Walnut Creek, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adero Partners Pleasanton CA 01/2023 Present
Mariner Wealth Advisors San Diego CA 03/2020 12/2022
Pure Financial Advisors, Inc San Diego CA 11/2018 03/2020
Emoney Advisors San Diego CA 06/2017 10/2018
Bjs Restaurant & Brewhouse San Diego CA 04/2016 05/2017
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 01/2023 → Present
    Adero Partners
    Pleasanton, CA
  • 03/2020 → 12/2022
    Mariner Wealth Advisors
    San Diego, CA
  • 11/2018 → 03/2020
    Pure Financial Advisors, Inc
    San Diego, CA
  • 06/2017 → 10/2018
    Emoney Advisors
    San Diego, CA
  • 04/2016 → 05/2017
    Bjs Restaurant & Brewhouse
    San Diego, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2023-02-07 → 2025-06-27
    Adero Partners, Llc
    San Francisco, CA
    Walnut Creek, CA
    Walnut Creek, CA
  • 2022-09-02 → 2023-01-12
    Mariner
    San Diego, CA
Designations
Other Names
  • Adam Farid

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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